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Client Solutions Specialist
2 months ago
We are currently seeking a skilled Solutions Center Representative for a contract opportunity with significant potential for growth. This role is essential in providing exceptional service and support within the Insurance Sector. Please find the detailed responsibilities and requirements outlined below.
Position Overview:
The Solutions Center Representative will be responsible for managing incoming inquiries from investment professionals, plan sponsors, and members across various topics. This role requires a comprehensive understanding of our product offerings, including both current and discontinued products that still require servicing.
Key Responsibilities:
- Handle and respond to incoming calls, providing accurate information and support.
- Maintain a thorough understanding of our product suites and apply changes as communicated.
- Proactively identify underlying questions to provide consultative expertise and address client needs.
- Document all interactions to enhance our understanding of client relationships.
- Ensure compliance with all relevant regulations and company policies.
- Educate clients on various aspects of their plans, including tax implications and benefits.
- Analyze issues to determine the best course of action, aiming for first-contact resolution.
- Collaborate with internal teams to resolve escalated matters effectively.
- Engage in regular meetings with leadership to discuss career development and growth opportunities.
- Set and pursue goals to ensure success in the role and future advancement.
Qualifications:
- High school diploma or equivalent is required.
- A degree in finance, business administration, or a related field is preferred.
- Relevant industry designations such as ChFC or CLU are advantageous.
- At least one year of experience in customer service or sales is required.
- Strong knowledge of insurance products and the sales process is essential.
- Excellent communication skills, both verbal and written, are necessary for effective interaction.
- Proficiency in computer applications and office software is expected.
- Ability to leverage technology to enhance customer conversations.
- Additional leadership skills and competencies may be considered.
Pyramid Consulting, Inc. is committed to providing equal employment opportunities and fostering a diverse work environment. We encourage qualified candidates to consider this opportunity.
